Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,954 | $117,846+19.6% | $102,434+37.6% | $145,884-3.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 14.39% | 31.90%-17.5pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,261 | $3,615-9.8% | $3,023+7.9% | $4,662-30.1% |
| Participant deferral / active EE | $5,042 | $5,733-12.1% | $5,055-0.3% | $6,690-24.6% |
| Admin fee / account holder | $24,990 | $13,356+87.1% | $9,462+164.1% | $13,392+86.6% |